The migration status displays in the Migration Messages Pane when the migration is in progress.

Calculator Pane

If errors occur during migration, then an error message displays in the Calculator Pane.

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Note: The Data Migration Tool is resource intensive. It is recommended that you close all other applications when you migrate Data or TCP files. If an interruption occurs during the migration process, the migrated or partially migrated data will be deleted and you have to repeat migration for the same.

If you have enabled and used Payroll in Tally 7.2, before migrating data, ensure that the Payroll process for the previous month is complete and processed because Payroll in Tally 9 will be effective from the date of migration.

Processing Payroll in Tally 9 has now become so easy that you can generate a Pay slip in four steps.

Pay Head and Salary details creation has become user-friendly and can be defined at the master level.

Though there is a hierarchy change in Pay Heads, after migration to Tally 9 the migration tool allows you migrate the calculation type specified in Tally 7.2, thus allowing you to continue generating Payroll reports.

A simple re-configuration of the Pay Heads after migration allows you to continue with the Payroll processing in Tally 9.

As soon as Tally 9 is loaded, the message 'Ready for Migration' displays in the Migration Messages Pane

Click the Migrate Data option to select the company whose data is to be migrated from Tally 7.2 to Tally 9

Specify the data path in the Directory field

On selecting the company, the company is loaded

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Note: If you have placed the data to be migrated from Tally 7.2 to Tally 9 in the Tally 9 folder, you have to only specify the path and need not select the company.

If the company selected has Payroll data, the following screen appears

To continue with the migration, press Enter

Accept to migrate the selected company

In the Migration Information screen on the left hand side, you can view the Types of Masters and Vouchers to be migrated from Tally 7.2.

During the migration from Tally 7.2 to 9, the status of the migration appears in the screen on the right hand side, which displays the number of Masters and Vouchers that have migrated to Tally 9.

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Note: As certain voucher types and units have been removed from Tally 9, there will be a difference of 3 in the total number of Voucher Type Masters and 1 in the number of Unit Masters.

When the migration is complete, an Information pop-up message appears as shown below.

On pressing any key, a Congratulations message appears as shown below

If errors occur during migration, they are displayed in red in the Migration Messages Pane as shown in the following screen.

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Note: If an error “The Cost Centre 'ABC' does not belong to the Category 'XYZ' appears during migration, rewrite Tally 7.2 data with Tally Data Migration Tool using Ctrl + Alt + R and then migrate the data to 9.

The migrated companies are saved in the Tally 7.2 data folder. The migrated data is prefixed with a '0' and appears as a 5 digit number.

Now you can work on Tally 9 with the migrated data

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Note: The migrated data will reside in the folder where it was at the time of migration.

Caution:

If you try to migrate a company that has already been migrated from 7.2 to 9, you will get a warning message as shown below.

Changes that occur after successful migration process are:

The Payroll Deduction ledgers created under the group Duties and Taxes in Tally 7.2, after migration will become a Pay Head grouped under Current Liabilities in Tally 9.

The Payroll Deduction ledgers created under the group Direct or Indirect Expenses in Tally 7.2, after migration will become a Pay Head grouped under Current Liabilities in Tally 9.

The Payroll Deduction ledgers created under the group Loans & Advances (Assets) in Tally 7.2, after migration will become a Pay Head grouped under the Pay Head Type Loans and Advances in Tally 9.

Any Attendance Type created with unit Mth will appear prefixed with ATTD- followed by the name of the Attendance Type.

If you have migrated data containing attendance entries for the current month, whose Payroll is yet to be processed, those entries will become Production Type Entries. So it is suggested that you re-enter the attendance entries for the current month after migration and then process the Payroll.

After migration, by default the Attendance Types will change to Production Types and therefore the YTD details will not be retained. All migrated Attendance types will be pre-fixed by ATTD-

Follow the procedure to display the accurate YTD details in the Payslip:

To generate a Payslip with YTD Details for any of the earlier months:

Create/Alter the Attendance Voucher for the respective month

Select the Employee

To Nullify YTD details, select the ATTD- prefixed Attendance Type and enter the Cur Bal value with a negative sign in the Value field.

Select the Employee and the Attendance type

Enter the Cur Bal amount as the Value and Accept the Voucher

To generate a Payslip with YTD Details from the Current month onwards:

Create/Alter the Attendance Voucher for the previous month

Select the Employee

To Nullify YTD details, select the ATTD- prefixed Attendance Type and enter the Cur Bal value with a negative sign in the Value field.

After migrating Payroll data from Tally 7.2 to Tally 9, you have to re-configure the Pay Heads and enter the Rates against the respective Pay Heads in the salary details screen for the Employees/Employee Groups in Tally 9. By default after migration, the Calculation type for all the Pay Heads migrated to Tally 9 will change to As User Defined Value.

Go to Gateway of Tally> Payroll Info.> Salary Details> Alter> Select the Employee/Employee Group from the List of Groups/Employees.

In the Salary Details Alteration screen, move the cursor to the Pay Head field and press Ctrl + Enter to re-configure the Pay Heads as in Tally 7.2

Consider an example where ABC Company migrates its Payroll data from Tally 7.2 to Tally 9. The Payroll is completed and processed for the previous month. To migrate data refer to Migrating Data from Tally 7.2 to 9

After migration the Salary Details screen in Tally 9 for Employee A will appear displaying As User Defined Value as the Calculation Type for all the Pay Heads specified. (Go to Gateway of Tally> Payroll Info.> Salary Details> Alter> Select Employee A from the List of Groups/Employees)

In the Salary Details Alteration screen, change the Effective From date if required

To alter the Pay head Basic Salary from the same screen, move the cursor to the Pay head and press Ctrl + Enter

In the Pay Head Alteration (Secondary) screen, select the Calculation Type from the list as provided in Tally 7.2

Accept to save the Pay Head

Enter the Rate in the Salary Details Alteration screen, if applicable

Similarly you can modify the remaining Pay Heads

Accept to save the changes made

The Salary Details Alteration screen for Employee A with the changes made in Tally 9 will appear as shown below

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Note: As the number of Pay Heads will increase after migration, if the Calculation Type is retained as provided in Tally 7.2, the Pay Heads are migrated to Tally 9 with Calculation Type As User Defined Value.

Solution: Delete Tallysav.tsf file from Tally folder and then try.
If not, some fields (in the ledger masters) in Tally 9 are changed. You may need to re-enter the respective dates manually in the above field (for all the ledger masters), after migrating to Tally 9.

Hey this is really cool guide on tally data migration!
Since i am using Tally software for last 3 months & i found it great & this guide will be definitely be useful for us at the time of version upgrade!